See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,711 | $144,119+12.9% | $117,854+38.1% | $147,584+10.3% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 16.40% | 531.15%-514.7pp | 335.08%-318.7pp | 578.55%-562.1pp |
| Employer contribution / active EE | $3,989 | $4,896-18.5% | $3,786+5.4% | $4,876-18.2% |
| Participant deferral / active EE | $7,814 | $5,316+47.0% | $4,482+74.3% | $5,439+43.7% |
| Admin fee / account holder | $207 | $10,886-98.1% | $8,020-97.4% | $10,885-98.1% |